Our Fees

As fiduciaries, we feel it’s important to be transparent with our fees. As a fee-only firm, we don’t receive any compensation by selling you products, and have no hidden agendas. We simply offer honest and effective advice.

PLANNER CLIENTS

FEES

Minimum Planning Fee: $1,800

The Financial Review is a one-time fee that covers a customized review of your financial situation, goals, and needs, and provides specific recommendations. Fees generally range from $1,800 to $6,500 depending on the situation and complexity. Annual plan updates are typically billed at ½ the initial planning fee.

Investment Management Advisor Fees are billed each quarter and fees are directly deducted from your account.

0.25% per quarter (1% per year) on the first $1,000,000;
0.1875% per quarter (.75% per year)on the next $1,000,000;
.125% per quarter (.50% per year) on the next $3,000,000;
Negotiable on $5,000,000 and up

These options cover most of the work we perform. Clients with complex and on-going planning and investment needs may engage us on a retainer basis. Retainers are determined based on the scope and complexity of the client situation.